CAA - Commercial Account Analysis

Available from The Weiland Financial Group, Inc.

CAA is a full-featured cash management billing system that allows your financial institution to maximize treasury service fee income. The system tracks cash balances, interest on deposits, and all service details; analyzes customer relationship profitability; and generates both paper & electronic statements. CAA is an extremely robust and comprehensive software suite that allows bank relationship managers to dramatically increase fee income and client retention by customizing every aspect of the account analysis relationship.

CAA is fully customizable through optional add-on modules that allow for online statement viewing, pro-forma statement modeling, and detailed reporting (View360); rule-based account exception processing (ExHandler); the creation, testing, and implementation of different pricing scenarios (RePricing); BSB & 822 electronic statement production and archiving (BXB); the translation and pass-through of upstream vendor bills to customers (OEX); dynamic statement marketing messages (msgDirector); and early detection warnings and notifications of user-defined events (EDWAN).

CAA integrates with any core system and is available On-Premise or via SaaS/ASP deployment from our secure, SAS 70 Type II data center. Implementation is a snap and our on-demand pricing allows you to expand your account analysis business without the need for a new contract. CAA is used by over a hundred leading banks & credit-unions and is built on decades of direct customer input.

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